Contracting Specialist

6 days ago


Burnaby, British Columbia, Canada TruStone Financial Inc. Full time
Job Summary

We are seeking a Contracting Specialist to provide optimal support to advisors with all their day-to-day contracting needs.

About TruStone Financial Inc.

TruStone Financial Inc. is a redefining company in the industry, providing independent financial advisors exceptional service and developing meaningful relationships.

Key Responsibilities
  • Provide support to clients with the Apexa onboarding and the contracting process.
  • Set up license sponsorship, carrier support, etc.
  • Process contracts and transfer using Apexa platform.
  • Facilitate and process client changes within WealthServ and/or Apexa.
Requirements
  • Knowledge of insurance industry.
  • Customer support experience.
  • System expertise, Apexa, WealthServ, SharePoint, Microsoft suite.
  • Bilingualism (Mandarin and/or Cantonese) would be an asset.
What We Offer
  • A competitive salary range of $60,000-$80,000 per year.
  • A comprehensive total rewards package that includes company pension, dental care, disability insurance, employee assistance program, extended health care, life insurance, and paid time off.

We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process.



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